Wealth news and insights
Our wealth news and insights cover a variety of key topics from the investment world such as retirement, wealth and tax planning, investment ideas and the latest economy and market news. Don’t forget to sign up for all the latest wealth management news if you would like to receive regular financial insights from our experts. You can also download a digital example of our quarterly News & Views publication here.
Markets have rallied in 2019 so far. But have they gone too far? We think this quarter's returns may have borrowed somewhat from the expected growth in the second half of the year and hence we feel a little uncomfortable about chasing them.
Usually the Chancellor of the Exchequer’s spring statement is an important event in the UK political calendar, albeit one downgraded in recent years now that the full budget comes in the autumn.
State pensions are becoming less generous. Traditional employer pensions are falling by the wayside. And there are fewer young people to fund the pensions of our ageing population. Our guest contributor Baroness Ros Altmann, CBE and former Minister of State for the Department for Work and Pensions, considers the facts about retirement, and explores the notion that the ‘magic age’ beyond which we no longer work has become a thing of the past.
We believed that the investment landscape was not as bleak as some market participants were suggesting at the end of 2018, and it is encouraging that investors have now seemingly adopted a much more positive mindset, as evidenced by the sharp recovery in equity markets since their December lows. So, has anything substantial changed in investment markets since the end of last year?
After a turbulent fourth quarter in 2018 that provided a particularly disappointing end to the year (where, for 2018 as a whole, equity markets fell and bonds and cash eked out only meagre positive returns), our attention now turns to how to position investment portfolios for 2019. All the more so as equity markets have rallied strongly since the end of last year. Where to from here?
Here are our top three New Year’s financial resolutions to help you plan for a successful 2019 and beyond.
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Canaccord Genuity Group
We're part of Canaccord Genuity Group Inc., a publicly traded company under the symbol CF on the Toronto Stock Exchange. Established in 1950, it is now a leading global financial services firm, operating in wealth management and capital markets.
The Group has offices in 10 countries, including wealth management offices in the UK, Channel Islands, Isle of Man, Canada and Australia. Canaccord Genuity; our international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Australia and Dubai.
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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.